Please click here if you are using the legacy version of Cortex.
Now that you have Cortex, it's time to take advantage of your new tool and all its great features. Each stage gives Cortex more control over the messaging your users receive.
When you open up the Cortex dashboard you'll be greeted by the tiled Cortex display, ready for you to turn on new content! The tiles will illuminate as you turn on templates for each stage.
Select any Cortex stage and click the stage tile to get started. When you open your Cortex stage you'll be greeted by a menu that will hold your stage's templates.
1. Click the "New Email" button to get started on a new template.
2. Fill in the required email setting fields
Stage: The stage that this email will appear under
Email name: The name of your email.
From name, From email, Reply-to email address (optional): Update if you want to send emails from an address different than what was set up during onboarding.
Email subject lines: Add multiple subject lines for testing.
Preview text (optional): Add the text you wish to display before the subject line when viewed in the inbox. More info here.
Incentives (optional): Select the incentives you wish to populate or split test in the email. More info here.
Recommendation Scheme (optional): If you want to select a specific recommendation scheme for your email, choose the scheme from the drop down. More info here.
Segment targeting (optional): Select a segment from the drop down if you want a specific cohort to receive this email.
Item targeting (optional): Select a specific category or item type to include or exclude from the product recommendations in this email.
Select email type: Select how the email will be constructed. Selecting HTML Editor will allow you to build the email using HTML code. The other three selections will use the in-app Template Builder tool.
3. Click "Continue to Editor" to format and build your email.
4. After editing the email click "Continue" and then click "Save Email"
5. Make sure to always send tests of your email before enabling. More info here on test sends before enabling.
6. To enable the email, click on the drop down and select "Activate".